Sheets Smith Wealth Management
$1.0B 13F equity value
425 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Sheets Smith Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 72,716 | $50M | 5.0% |
| IVV | ISHARES TR | 56,870 | $43M | 4.3% |
| GOOG | ALPHABET INC | 94,155 | $33M | 3.3% |
| AVTM | AMERICAN CENTY ETF TR | 484,908 | $26M | 2.6% |
| KO | COCA COLA CO | 317,791 | $26M | 2.6% |
| SCHX | SCHWAB STRATEGIC TR | 724,506 | $21M | 2.1% |
| QQQ | INVESCO QQQ TR | 27,593 | $20M | 2.0% |
| AMZN | AMAZON COM INC | 83,872 | $20M | 2.0% |
| LLY | ELI LILLY & CO | 14,264 | $17M | 1.7% |
| SPYM | SPDR SERIES TRUST | 181,706 | $16M | 1.6% |
Track Sheets Smith Wealth Management's 13F portfolio: $1.0B in reported holdings, 425 positions. Top holdings and quarterly changes on SentiSense.
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